Check your organisation details, and add any branch or sub-organisation you need - Create an organisation
Add a payment method, so your team can run checks - Set up billing and payment
Invite your team - Invite team members
Set each person's permissions - Set user permissions
Set up your document, email and SMS templates - Set up document templates
Add your lender credentials, if you'll submit from inside Financeable - Add lender credentials
Show your team where the support chat is - Get help and support
Step 6 is the only optional one. You can build applications, run checks and generate documents without lender credentials - you just can't submit from inside Financeable.
Stuck on any of these after reading the guide? Use the support chat - Get help and support